Pilot LMS
✦ AI Feature
May 2026
6 min read

Introducing Maverick — Case Copilot

The first AI agent for dental lab case entry that actually works — and actually fits into your workflow.

The Problem

While your lab is relatively small, it's not a bad idea to enter cases manually – this is an opportunity to learn how it works, how to delegate tasks, and scale. But for labs processing hundreds of cases daily, this creates compounding issues:

Training Overhead & Churn

Administrative staff typically have higher turnover rates. Each new hire requires recruiting, onboarding, and 1-4 weeks of training. This is a lot of resources.

Bottlenecks During Peak Times

You can only process as many cases as you have trained staff members working at any given time. During high-volume periods, case entry becomes a production bottleneck.

Statistical Error Rates

No matter how well-trained your team is, human transcription and decision-making introduce errors. With enough volume, mistakes are inevitable: wrong products selected, wrong doctors assigned, missing auxiliary items, incorrect due dates. This necessitates downstream quality checks.

Operational Capacity Ceiling

Case entry takes 4-5 minutes per case on average. One fully-trained employee can process 96-120 cases per day, or roughly 2,900-3,600 cases per month at maximum capacity. But new hires don’t start at maximum capacity — it takes 3-4 weeks to fully ramp up.

At $18/hour base rate, the total cost including payroll taxes, benefits, and overhead is approximately $45,000-$50,000 per year per employee — and that's in the ideal scenario where they do nothing but case entry all day.

In reality, most labs mix responsibilities — the same person handles case entry, invoicing, and customer support calls. That means you need more than one person covering case entry, which multiplies these costs and introduces additional variables:

What if that employee is sick or takes a vacation?

Case entry stops or gets backed up. You’re scrambling to cover or cases pile up, which wastes your turnaround times — one of the biggest competitive advantages a lab can have.

What if case volume spikes?

Case entry becomes the bottleneck. Your operational team has capacity, but cases sit in the queue waiting to be entered. If you hire, ramp-up takes weeks and they may not be a good fit.

What if it’s a slow season?

You’re paying full-time wages for someone who’s underutilized, sitting idle between cases.

In the end, your staff spend hours daily on repetitive data entry, and your lab's intake capacity is artificially limited by how many people you can train and retain. We built Maverick to change that.

What is Maverick

Maverick is an AI agent — a Case Copilot — that follows your lab's case entry rules and helps you enter both physical and digital cases. It knows your customers. It knows your products. And you can give it additional guidance: general case entry instructions, how to pick primary products, how to pick secondary products, when to put a case on hold, when to add ad hoc tasks, etc. Think of it as the new team member who somehow already knows everything, never calls in sick, and scales with your volume.

Knows Your Customers

Maverick is aware of your customer base and their preferences.

Knows Your Products

Your full product catalog is at Maverick's fingertips.

Follows Your Guidance

Provide custom instructions for case entry, primary and secondary product selection.

But Maverick doesn't just fill in fields — it thinks about the case. Based on what it sees during entry, it can flag issues and recommend actions:

Potential Remake Detection

Identifies cases that look like potential remakes — based on the customer, case history, and the order details — and flags them before you even start.

Exception Task Recommendations

If something about the case needs attention, Maverick can recommend adding an Exception Task to track the work to be done.

Hold Recommendations

Can recommend putting a case on hold with a specific reason — missing info, unclear instructions, and so on — whatever the situation calls for.

Case Notes & Tags

Can recommend adding case notes for context and tagging cases with custom color-coded tags — so your team knows what’s going on at a glance.

Physical Cases

This is a big one. For physical cases, you don't have to manually type the order from the physical Rx. Instead, you can just tell Maverick what the order is.

Speech-to-Case

Talk to Maverick. Literally. Say the important things from the Rx out loud, and Maverick will interpret it and fill in the case. No more manual copy-pasting.

Text Prompts

Prefer typing? That works too. Type in the key information from the physical Rx, and Maverick handles the rest.

The idea here isn't to replace your judgment. It's to skip the tedious part – translating a physical Rx into structured data – and let you focus on the decisions that actually require your expertise.

Digital Cases

For cases that come in digitally, you have two options:

Manual Analysis
Button Press

Press a button. Maverick analyzes the case. You review the suggestions and proceed as you would in a regular flow.

Automatic Analysis
✦ Auto

Enable one setting, and Maverick will analyze cases the moment they're ingested from your integrated IOS scanners. No button, no waiting. Cases come in, Maverick does its thing, and by the time you look at them, the suggestions are already there.

Non-Invasive Suggestions

Whether you're working with a physical or digital case, Maverick reviews your input and gives you non-invasive suggestions. These suggestions are highlighted in a very specific way to represent AI involvement — you always know what came from Maverick and what came from you.

The case entry flow is exactly the same whether you use AI or don't. Maverick doesn't change your workflow – it significantly accelerates it. Using it is definitely faster than not using it.

Without Maverick

Read the Rx
Interpret the order
Find products manually
Fill every field
Double-check everything

With Maverick

Speak or type the key info
Review AI suggestions
Confirm and submit

Guidance & Context

Maverick isn't a black box. You can configure it with guidance so it behaves the way you want it to:

General Case Entry Instructions
Lab-Wide

Set lab-wide rules and preferences for how cases should be entered. Maverick follows these every time.

Primary Product Selection
Product

Tell Maverick how to pick the main product for a case — what to prioritize, what to default to, what to avoid.

Secondary Product Selection
Product

Guide Maverick on secondary products: add-ons, accessories, complementary items. Your rules, its execution.

Potential Remake Ranking
Detection

Define how Maverick should evaluate and rank cases that look like potential remakes — what signals to weigh, what thresholds to use.

Exception Task Creation
Tasks

Tell Maverick when to recommend adding non-production, ad hoc tasks — what conditions should trigger them and what details to include.

Case Holds & Hold Reasons
Workflow

Define when Maverick should suggest putting a case on hold and which specific hold reasons to apply — missing info, pending approval, unclear instructions, etc.

Case Tagging
Organization

Tell Maverick when to tag cases with your custom color-coded tags — based on case type, customer, products, or any other criteria you define.

Case Notes
Documentation

Define when Maverick should recommend adding case notes — what context is worth capturing and when to surface it for your team.

Why This Matters

This is the first Case Entry agent for dental labs that actually works and is seamlessly integrated into the workflow. Maverick lives inside the case entry flow you already use – it just makes it faster and smarter.

Your team still makes all the decisions. Maverick just does the legwork.

Works for both physical and digital cases

Speech-to-Case for hands-free Rx entry

Non-invasive suggestions — clearly marked as AI

Flags potential remakes before you start

Recommends exception tasks, holds, notes, and tags

Same workflow whether AI is on or off

Configurable guidance at every level

Auto-analysis for IOS scanner integrations

What's Next

This is the beginning. We're going to keep teaching Maverick new tricks – smarter product matching, better Rx interpretation, and tighter integration with the rest of your workflow. But right now, today, it's ready to save you time on every single case that comes through the door.

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